James Connelly, Results Rehab, Lisa Sretenovic, Visionating, LLC, and Phillip Williams, P & P Business Solutions (Family Business Radio, Episode 18)
Host Anthony Chen was joined by Lisa Sretenovic, Visionating, LLC, who discussed her advisory and tax work with business owners. James Connelly, Results Rehab, also joined the show to profile his physical therapy practice, and Phillip Williams, P&P Business Solutions, discussed how he helps family business owners in their transition and succession issues. “Family Business Radio” is underwritten and brought to you by Anthony Chen with Lighthouse Financial Network.
Dr. James Connelly, PT, DPT, OCS, Owner, Mobile Concierge Physical Therapist, Results Rehab
Results Rehab strives to provide top-quality physical therapy by utilizing evidence-informed practice and client values to best meet their needs.
James Connelly views his Mobile, Concierge Physical Therapy practice as a tool to serve his clients so that they can return to the life that they love and enjoy. He wants to give his clients the confidence to move freely, without fear of injury, to gain long-term success and happiness in their everyday lives.
Lisa Sretenovic, CPA, CGMA, CITP, CAAS, Founder, Visionating, LLC
Visionating – [verb] act of continuously pursuing your business passion.
Lisa loves seeing professional practice owners with enough passion, drive, and belief in themselves to launch their own business. However, there are way too many of them flying by the seat of their pants, not knowing where their cash is going, and chasing after every sale, all while spending way too much time at the office.
She is on a mission to help these business owners understand they don’t have to give up their dream business. They can have a thriving company and spend time with their family. Not by getting better at their functional skills, but by focusing on three often neglected steps.
Sherlock Holmes is one of her favorite childhood heroes because he is known as a master of deduction and observation. Inspired by these skills, she takes pleasure in sleuthing through small businesses to optimize their costs and maximize their growth. Watching the mindset change of a practice owner go from defeated and burned out to joyful and inspired brings a smile to my soul. The thrill of deducing ways to ensure they have timely information is exhilarating. Having data allows her and her clients to collaborate efficiently, thus ensuring a positive, rapid change of direction. She hates seeing struggling owners, fatigued with the stress of money in their business, and lack of time with their loved ones, flounder by continuing to keep doing what they’ve always done. Lisa delights in explaining evidence to them because she knows how powerful the transformation will be.
Phillip Williams, CEPA, President, P&P Business Solutions
P&P Business Solutions tackles the financial concerns that small businesses like yours face: Improving cash flow and profitability
Securing financing to fund capital projects
Generating working capital to fund business growth
Developing a successful exit strategy in preparation for retirement.
If wondering how you’d benefit from their guidance in navigating your finances, then simply contact P&P Business Solutions for a private consultation.
Anthony Chen, Host of “Family Business Radio”
This show is sponsored and brought to you by Anthony Chen with Lighthouse Financial Network. Securities and advisory services offered through Royal Alliance Associates, Inc. (RAA), member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA. The main office address is 575 Broadhollow Rd. Melville, NY 11747. You can reach Anthony at 631-465-9090 ext 5075 or by email at firstname.lastname@example.org.
Anthony Chen started his career in financial services with MetLife in Buffalo, NY in 2008. Born and raised in Elmhurst, Queens, he considers himself a full-blooded New Yorker while now enjoying his Atlanta, GA home. Specializing in family businesses and their owners, Anthony works to protect what is most important to them. From preserving to creating wealth, Anthony partners with CPAs and attorneys to help address all of the concerns and help clients achieve their goals. By using a combination of financial products ranging from life, disability, and long term care insurance to many investment options through Royal Alliance. Anthony looks to be the eyes and ears for his client’s financial foundation. In his spare time, Anthony is an avid long-distance runner.